Plan Snapshot
- Plan Sponsor: Ridgecrest Regional Hospital
- Sponsor EIN: 952082686
- Sponsor Address: 1081 N CHINA LAKE BLVD, RIDGECREST, CA, 93555
- Plan Type: 403(b)
- Total Participants: 773
- Total Assets: $49.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 773 | $49.5M | $1.3M | $2.7M |
| 2023 | 834 | $46.6M | $1.4M | $3.1M |
| 2022 | 847 | $39.6M | $1.3M | $3.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| NATIONWIDE | PROVIDER | $153,117 | $28,094 | $181,211 |
| CAMBRIDGE INVESTMENT RESEARCH | ADVISORY | — | $118,633 | $118,633 |
| BRINKER CAPITAL INVESTMENTS | ADVISORY | $56,189 | — | $56,189 |
| NATIONAL BENEFIT SERVICES, LLC | THIRD PARTY ADMINISTRATOR | $19,491 | $33,327 | $52,818 |
| BAERG & ASSOCIATES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $408,851
- Estimated Expense Ratio: 0.826% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $228,797 | — | $228,797 | — | — |
| 2023 | $336,812 | — | $336,812 | — | — |
| 2022 | $312,976 | $53,298 | $259,678 | — | — |